1015 results found
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voucher refund to credit card
We enter vouchers for all credit card purchases. However, the new voucher refund does not allow you to "deposit" the refund to the credit card account; only bank accounts are listed. Instead, I have to enter a negative voucher and apply it to the credit card. Would be great to have the credit card account listed as one of the accounts to deposit the refund.
1 vote -
Custom fields visible according to profile designation
Can you please make profile custom fields visible/hidden according to a profile's designation, e.g. grantee/vendor/donor etc.
1 vote -
Opportunities & Task reporting Shared assignments
I would like to add the capability to include the employee named that a task is shared with when an opportunity task is created so that both team members can share accountability for the outcome. We use this information in our development meetings and have a custom report created. It would be great to add this to our report to help with assignments.
1 vote -
Fund Fee transaction export
After posting fund fees, please allow for an export of the transaction detail. Currently once can only copy the detail and paste into excel in order to then be able to sort and analyze the data for volume of income from different fund types - an important part of my analysis, as I want to see how much partially-endowed funds are providing in comparison to fully endowed & non-endowed funds, as it's the most popular segment but the most active & unpredictable in terms of contributions and granting. Have an export will help immensely.
1 vote -
1 vote
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Favorites
Favorites or Search History - this idea was previously archived, but I would like to bring it back for review. It would be super helpful and save time if we could have a favorites feature for profiles and funds.
1 vote -
profile payments buy a ticket
We have a Campaign - Race (5k Run/Walk).
Needed to distribute a check received from a third-party (race organizer) as donations from multiple Profiles (race participants) related to a Campaign.
- Race organizer collected (100% donation) $25 registration fees and added $1 surcharge for processing.
- Race organizer included additional donation to Fund - not necessarily linked/related to Campaign.
IDEA: Allow soft credit at "Buy a Ticket" option of Profile Payment.
I apologize if this isn't clear. I have to figure out the best way to solve this problem.
1 vote -
Tributes: Need template in tribute custom report
We have a custom report entitled 1303 Daily Tribute Card Recipient Report. We would like to be able to include the template used to create the tribute as a cross-check in the report. While template is a field in Tributes, we cannot pull it in to any reports.
We have various templates of different orientation(s) i.e., vertical, horizontal, mother's day No basket (horizontal) and mother's day With basket (horizontal). We would like to be able to check that the correct template was pulled in.
1 vote -
Add note to RSVP
We would like to add a note to RSVP's. For example, we currently have an event where people are RSVP-ing "No", but would like to talk to staff at a separate time. This would be a great way to keep track of these people/organizations.
1 vote -
Add Contact First and Last Name to Year End Tax Receipt template fields
Add Contact First and Last Name as field options for year end tax receipt templates. It would be nice to add the name of an organization's primary contact (which we add to org's first and last name, plus first name in the Salutation) so when sending tax receipt letters for our annual giving day, we don't have to edit the PDF to include the names (I've already voted that these export to Word files). Thank you!
1 vote -
Term investments - edit options needed
The observation of not being able to save a backdated maturity date for a Term Investment doesn’t make sense. When modifying all the term investments to make it easier to maintain in Foundant, I didn’t have an issue with the majority that I had to backdate.
For the term investments that don’t have an edit option for the maturity date, this will not work in the future. I need to be able to always have the ability to edit the term investment if something comes up, it can’t only ever be edited once. That is just not possible/doable. I’ve found…
1 vote -
Term Investment - default fund/accounts would be helpful
Term Investments - have defaults for revenue accounts, borrowing fund, asset accounts pre populated as these are always the same.
Smart tips would be helpful in creating a new term investment for distribution fields.
1 vote -
User Reporting Permissions
Would love the ability to assign edit rights to multiple people in reporting. For example, one person on a team may create the report, but the report is intended to belong to the team. It would be great to be able to assign other members of that team to edit those reports, rather than having to save a duplicate as their own.
0 votes -
Export List Views - Pledges Specifically
It's great that pledge balance is available in list view, but I would love to either be able to export that table to excel and/or be able to pull that same information into a pledge report.
0 votes -
Bring back sold amount option for tax receipts
We report out two figures to our fund holders – the value of the gift (as calculated by the average of the high and low values) and then the amount actually booked to their fund (the amount the stock sold for). Our donors expect to see both these numbers and now that the field has been removed from tax receipts, we have to input this amount manually, which increases our margin for error. Please bring back this option for tax receipts.
0 votes
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